Q4 2016 13F Holders as of 12/31/2016
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
513
-
Total shares
-
82M
-
Shares change
-
+10.3M
-
Total reported value, excl. options
-
$8.3B
-
Value change
-
+$1.04B
-
Put/Call ratio
-
0.75
-
Number of buys
-
257
-
Number of sells
-
-155
-
Price
-
$101.38
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2016
514 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q4 2016.
ISHARES TR - S&P 500 VAL ETF (IVE) has 513 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82M shares
.
Largest 10 shareholders include MORGAN STANLEY (10.6M shares), WELLS FARGO & COMPANY/MN (7.22M shares), ENVESTNET ASSET MANAGEMENT INC (6.5M shares), BANK OF AMERICA CORP /DE/ (5.78M shares), Valmark Advisers, Inc. (4.39M shares), UBS Group AG (3.23M shares), JONES FINANCIAL COMPANIES LLLP (2.87M shares), FMR LLC (2M shares), Scottrade Investment Management (1.98M shares), and PNC FINANCIAL SERVICES GROUP, INC. (1.74M shares).
This table shows the top 513 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.